Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$752K Buy
2025
Q1
$200K Buy
2024
Q4
Sell
2024
Q3
$623K Sell
2024
Q2
$1.09M Hold
2024
Q1
$1.41M Buy
2023
Q4
$884K Sell
2023
Q3
$958K Buy
2023
Q2
$449K Buy
2023
Q1
$208K Sell
2022
Q4
$262K Sell
2022
Q3
$353K Buy
2020
Q2
Sell
2020
Q1
$159K Buy
2019
Q4
Sell
2019
Q3
$138K Buy